Services: Individuals & Families

Overview

We are not your typical investment advisor. As your independent investment counsel, all our wealth management services are customized to your particular situation. We partner with you in several broad areas, such as:

Schultz Collins, Inc., is an SEC-registered investment advisory firm in San Francisco, with offices in Washington, DC and Towson, MD. People come to us looking for help with everything from simple IRA rollovers to retirement planning to large diversified portfolios. But the maze of investment advisors, money management experts, analysts, investment or wealth management services, investment managers, wealth management companies, asset management firms and trust companies is complex and bewildering. We cut through the confusion for clients in the San Francisco Bay Area – Marin, the East Bay, San Francisco, Peninsula, Silicon Valley – and all over the US. As independent investment counsel, Schultz Collins provides expert investment advisory services to individuals, companies and institutional investors. Our clients are attorneys, entrepreneurs, businesses, non-profits, trusts and endowments who want a simple solution for a complex problem: the prudent supervision of financial assets.

This website provides information on basic investment concepts. It is intended to facilitate prudent investment decision making. It is not intended as advice to or recommendations for any specific investor. It should not therefore be the sole factor of any investment decisions. In hosting this website, Schultz Collins is not acting as an investment advisor to any person, or in any sort of fiduciary capacity. Schultz Collins is an independent Registered Investment Advisor and Investment Counsel. Schultz Collins does not provide legal, accounting or tax advice. The information on the site is believed to be accurate, but Schultz Collins cannot verify that accuracy, as it is generally obtained from third party sources. Information may change after it first appears on the site; Schultz Collins assumes no duty to update it.